Description
You're invited to join us for a special celebration as we mark the successful union of Asset Strategies and Siena Private Wealth into one unified financial practice. This milestone represents not just the blending of our experience and values, but also our deep commitment to you, our clients and friends, who have become an extended part of our family. Your trust and support mean everything to us, and we are excited about this new chapter that allows us to serve you even better. We are also delighted that this transition gives us a reason to throw a party--which all generations of Rothstein financial advisors adore!
So please join us as we raise our new Siena Private Wealth sign at our 80 West Avon Road, CT office. After the sign-raising, follow us to Amici Italian Grill to raise a glass to the future. We look forward to celebrating with you and continuing to provide the dedicated service you've come to expect from our family for many years to come.
Date and Time
Thu, Aug 29, 2024
5:30p - 7:30p EST
Location
Avon
Note
We will be raising the new Siena sign from 5:30 - about 6pm at the office (80 West Avon Road). Then we will drive around the corner to Amici (401 West Main St.) for a toast and some bites from about 6 - 7:30pm. Please join us at either or both parts of the celebration!